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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
301
Cypress Wealth Services
California
$245K -$303K -5,900 -55%
LAS
302
Lloyd Advisory Services
Georgia
$241K -$96K -1,868 -28%
FWP
303
Firethorn Wealth Partners
Georgia
$239K +$1.9K +37 +0.8%
DAS
304
Dynamic Advisor Solutions
Arizona
$235K -$18.4K -359 -7%
SMC
305
Smith, Moore & Co
Missouri
$232K +$233K +4,535 New
LIM
306
Leavell Investment Management
Alabama
$225K +$227K +4,415 New
PA
307
PFG Advisors
Arizona
$221K -$124K -2,404 -36%
AWG
308
Altus Wealth Group
Colorado
$217K -$161K -3,126 -42%
PB
309
Pinnacle Bancorp
Nebraska
$217K
MIM
310
MTM Investment Management
South Carolina
$217K +$4.98K +97 +2%
PA
311
PSI Advisors
Florida
$209K -$347K -6,750 -62%
BFA
312
Beacon Financial Advisory
Ohio
$208K +$257 +5 +0.1%
CCG
313
Chatham Capital Group
Georgia
$204K
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$185K
FPB
315
First PREMIER Bank
South Dakota
$179K +$180K +3,500 New
BHWM
316
Bay Harbor Wealth Management
Maryland
$168K -$98.1K -1,909 -37%
FA
317
Faithward Advisors
Pennsylvania
$154K +$155K +3,024 New
BWL
318
Bogart Wealth LLC
Virginia
$149K
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$128K -$31.7K -618 -20%
CWA
320
Clearview Wealth Advisors
Oregon
$125K +$668 +13 +0.5%
SFPG
321
Stonebridge Financial Planning Group
Florida
$115K -$87.3K -1,700 -43%
PMFA
322
Plante Moran Financial Advisors
Michigan
$98K
TAM
323
Tucker Asset Management
Colorado
$84.8K +$3.8K +74 +5%
CFD
324
Creative Financial Designs
Indiana
$76K +$28.5K +555 +59%
CFFP
325
Center for Financial Planning
Michigan
$51K -$29.5K -575 -37%